Manage Users

The Manager Users page allows you to create and manage users within your account. These will be your organization's admins, auditors, QA reviewers, or education users.

This article will go over the following:

• Overview of page options and icons
• Add a User
• Edit a User

Overview of page options and icons

Note: Information regarding available licenses is listed at the top of this page, highlighted in yellow in the example image above.

• Show/Hide: Click to show or hide columns of user data in the list.
• : Click to show filtering options.
• Export: Click to export the user list to Excel.
• Add: Click to open the Add User form. See more info under the Add a User section of this article.
• Reset Password: Check the box next to a user and click this option to reset their password.
  Note: You will be required to enter your own password to complete this process.
  New Password Guidelines (must include)
  • 9 or more characters
  • At least one uppercase and one lowercase letter
  • At least one number
  • At least one special character (!,@,$,%,^,&, or *)
    Note: Only the special characters in parenthesis are allowed. No others are accepted.
• Bulk Upload: Click to open the page to bulk import users via a spreadsheet. Additional upload instructions are provided on that page.
• Search: Use this do a quick name search.

Add a User

Step 1.

Navigate to Admin>Manage Users

Step 2.
Click the 'Add' button to open the Add User form.

Step 3. 
Enter the user's demographic information (first name, last name, e-mail etc.). Required information is noted by a red asterisk (*). Please make sure the email address is current and spelled correctly.

Step 4.

Set the user's Access Level. Please see a description of these access levels below.

Note: For a detailed breakdown of each User Access Level, please see the Audit Manager User Access Permissions Grid article.

User Access Levels

• Super User: Full account access, with the added ability to create/edit user accounts and reset passwords.
• Admin User: Full account access, without the ability to create/edit user accounts or reset passwords.
• Audit User: Access to their assigned audits only (with ability to reassign), reporting (optional), and education tabs.
• Auditor Expanded: Access to their assigned audits (with ability to reassign), reporting (optional), and education tabs. Also allows user to create projects, audits, add claims to audits (via blank claims, bulk import claims, and Claims Connect (where available)).
  Note: These users cannot re-open audits. Only Super and Admin Users can reopen audits.
• Education: Access to the education tab only.
  Note: Selecting the Education option, will not count toward your licenses listed at the top of the Manage Users page.

Step 5. 

Include user in pick list: Click this dropdown and select from the available options.

Note: Pick lists are used throughout Audit Manager, in the form of a dropdown menu. These lists allow users to be selected when assigning to audits or QA.  Adding a user to one of these lists will include them in the list of available auditors or QA reviewers, for auditing work assignments.

Pro Tip: We recommend selecting the “Both Auditor and Quality Reviewer” option, for ease of selection when creating and assigning audits. 

Step 6. (optional)
For organizations who perform a QA review prior to sending reports to providers, you are able to enable QA alerts.  Enabling 'QA Acceptance Alerts' in a user profile, will post alerts on the user's dashboard that there are audits in their QA work queue.

To enable QA alerts, click on the 'QA Acceptance Alerts' slider.

You can choose between defining 'A Percentage of all DOS' or 'Only Selected Error Types.'

OR

Step 7. 
Use the Active User toggle, to activate the user.

Note: New users are inactive by default. To activate a user click the 'Active User' slider. Active users can be deactivated by switching the 'Active User' slider to gray.

Step 8. (optional)
If the user will need access to reports, turn this on by clicking the 'Access to Reports' slider. 

Note: Users with access to reports, can access ALL reports within the Reporting section of Audit Manager.

Edit a User

Step 1.

Navigate to Admin>Manage Users

Step 2.

Click the user's name in blue, or the pencil icon for the user you want to edit. This will open the Edit User form.

Step 3.

In the Edit User form, make the needed changes to the user profile then click Save at the top right.